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Meet the Planners

Since 1976, Certified Financial Group has grown to become one of Central Florida's largest independent financial planning firms, proudly serving three generations of clients.

Providing fee-based financial planning and investment management, our CERTIFIED FINANCIAL PLANNER™ practitioners operate under a fiduciary standard and know that every dream is personal and every family is unique. This fee-based model allows for objectivity and avoids a “one size fits all” product solution.

To learn more about our CERTIFIED FINANCIAL PLANNER™ practitioners, click here.

"On The Money"

Every Saturday on WDBO 580 AM and WDBO 96.5 FM from 9:00 - 10:00 a.m. EST, the CERTIFIED FINANCIAL PLANNER™ practitioners from CFG host "On the Money", one of Central Florida's most listened to financial call-in radio programs.

Listen to the latest "On the Money" programs here.

Got a question you would like us to address live on the radio? Email Ask@FinancialGroup.com and we will do our best to answer it on the next show.

This Week's Must Read

Boomers' $3 Trillion Nest Egg

Americans aged 62 and older had accumulated $3.19 trillion in home equity by the end of the third quarter of 2011…During the same quarter, home equity increased by $46 billion, reflecting stabilization and improvement in home prices.

Click here for the rest of the story.

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Certified Advisory Corp · Certified Benefits Corp · Certified Insurance Corp

1111 Douglas Avenue • Altamonte Springs, FL 32714 • 407.869.9800

All practitioners are registered representatives of either Maitland Securities, Inc., TransAm Securities, Inc. or both - Members FINRA, SIPC
Fee-Based Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm
Employee Benefits Planning through Certified Benefits Corp - Insurance Planning through Certified Insurance Corp
Click Here for states that our various member firms are registered in to offer Securities.
Certified Advisory Corp and TransAm Securities, Inc. are members of the Protocol for Broker Recruiting.

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